Latest Institutional Transactions on Select Sector Spdr Consumer Di (XLY)
This table provides information on the latest institutional transactions involving Select Sector Spdr Consumer Di (XLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8- 7.55% |
$1.54K - $1.87K
|
98
$20.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.24% |
$578 - $700
|
1.26K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.2% |
$578 - $700
|
1.47K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.12KNew |
$215K - $260K
|
1.12K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-6.85K- 15.68% |
$1.32M - $1.6M
|
36.8K
$7.8M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
101+ 0.73% |
$19.5K - $23.6K
|
13.9K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
921+ 36.36% |
$177K - $215K
|
3.45K
$731K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-30- 0.3% |
$5.78K - $7K
|
9.97K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-885- 10.88% |
$170K - $206K
|
7.25K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.63K+ 4.64% |
$892K - $1.08M
|
104K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
37+ 7.4% |
$7.13K - $8.63K
|
537
$114K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-79.4K- 90.15% |
$15.3M - $18.5M
|
8.67K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-493- 69.44% |
$95K - $115K
|
217
$45.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-46- 0.7% |
$8.86K - $10.7K
|
6.53K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-116- 3.9% |
$22.3K - $27.1K
|
2.86K
$605K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-30- 2.25% |
$5.78K - $7K
|
1.3K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
11+ 0.15% |
$2.12K - $2.57K
|
7.14K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-462- 6.16% |
$89K - $108K
|
7.04K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-120- 1.47% |
$23.1K - $28K
|
8.04K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.39K- 66.17% |
$268K - $324K
|
710
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.4K+ 105.33% |
$3.36M - $4.06M
|
34K
$7.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16.5K- 13.17% |
$3.17M - $3.84M
|
109K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.14% |
$385 - $466
|
1.41K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
80+ 4.08% |
$15.4K - $18.7K
|
2.04K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-101- 7.64% |
$19.5K - $23.6K
|
1.22K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-588- 7.01% |
$113K - $137K
|
7.8K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.13K+ 5.57% |
$603K - $730K
|
59.3K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.13K- 32.85% |
$602K - $729K
|
6.39K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.02KNew |
$196K - $237K
|
1.02K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-200- 37.95% |
$38.5K - $46.6K
|
327
$69.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.85K+ 38.94% |
$356K - $430K
|
6.59K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-4- 0.24% |
$770 - $933
|
1.68K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 3.87% |
$4.43K - $5.36K
|
571
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-90- 1.8% |
$17.3K - $21K
|
4.9K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-105- 0.95% |
$20.2K - $24.5K
|
10.9K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-75- 2.11% |
$14.4K - $17.5K
|
3.48K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.8K- 59.8% |
$7.85M - $9.5M
|
27.4K
$5.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-689- 92.36% |
$133K - $161K
|
57
$12.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-490- 23.73% |
$94.4K - $114K
|
1.58K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
63.3K+ 661.93% |
$12.2M - $14.8M
|
72.9K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.61K+ 5.72% |
$310K - $375K
|
29.8K
$6.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.25K+ 9.33% |
$819K - $991K
|
49.8K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.11K+ 18.18% |
$214K - $259K
|
7.22K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
719+ 35.04% |
$138K - $168K
|
2.77K
$586K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.24% |
$193 - $233
|
425
$90K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
507+ 9.29% |
$97.6K - $118K
|
5.96K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
222+ 1305.88% |
$42.8K - $51.8K
|
239
$50.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-237- 49.27% |
$45.6K - $55.3K
|
244
$51.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-749- 6.58% |
$144K - $175K
|
10.6K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
23+ 2.09% |
$4.43K - $5.36K
|
1.12K
$238K
|